IEMG β€” ISHARES INC

Ownership history in BCU Wealth Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

BCU Wealth Advisors, LLC reported ISHARES INC (IEMG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.21% in 2025 Q4. The latest visible filing shows IEMG at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IEMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCU Wealth Advisors, LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEMG was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BCU Wealth Advisors, LLC held IEMG β€” position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 47,073 +10,762 +29.6% 1.21% $3.2M 2026-02-14 (Est.) $74.97
2025 Q3 ADDED 36,311 +2,352 +6.9% 0.97% $2.4M 2025-10-16 $65.85
2025 Q2 ADDED 33,959 +23,957 +239.5% 0.92% $2.0M 2025-07-18 $60.01
2025 Q1 ADDED 10,002 +1,493 +17.5% 0.28% $540K 2025-04-17 $50.47
2024 Q4 ADDED 8,509 +567 +7.1% 0.25% $444K 2025-01-30 $52.08
2024 Q3 REDUCED 7,942 -4,743 -37.4% 0.27% $456K 2024-11-07 $54.39
2024 Q2 ADDED 12,685 +8,067 +174.7% 0.50% $679K 2024-08-01 $50.45
2024 Q1 REDUCED 4,618 -7,374 -61.5% 0.20% $238K 2024-05-03 $50.31
2023 Q4 INITIATED 11,992 β€” β€” 0.66% $607K 2024-02-09 $46.92

FAQ About BCU Wealth Advisors, LLC and IEMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCU Wealth Advisors, LLC reported owning IEMG?

BCU Wealth Advisors, LLC reported IEMG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEMG position in BCU Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IEMG was 1.21% in 2025 Q4.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when BCU Wealth Advisors, LLC reported 47,073 shares, equal to 1.21% of portfolio, with an estimated market value of $3.2M.

What does the chart on this IEMG ownership page compare?

The chart compares BCU Wealth Advisors, LLC's quarterly IEMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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